What happened
According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, RPG Investment Advisory, LLC initiated a new position in Centrus Energy (LEU 3.18%)by purchasing 50,460 shares. The quarter-end value of the position stood at $8.76 million, reflecting share price changes through March 31, 2026.
What else to know
This was a new position for RPG Investment Advisory, LLC, now representing 1.06% of the fund’s 13F reportable assets.
Top holdings after the filing:
- NASDAQ: NVDA: $55.42 million (6.7% of AUM)
- NASDAQ: GOOGL: $41.15 million (5.0% of AUM)
- NASDAQ: AAPL: $33.75 million (4.1% of AUM)
- NYSE: PWR: $29.68 million (3.6% of AUM)
- NASDAQ: AMZN: $28.57 million (3.4% of AUM)
As of May 13, 2026, shares of Centrus Energy were priced at $192.31, up 107.7% over the past year, outperforming the S&P 500 by 81.28 percentage points.
Company overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $452.30 million |
| Net income (TTM) | $60.60 million |
| Market capitalization | $3.53 billion |
| Price (as of market close May 13, 2026) | $192.31 |
Company snapshot
Centrus Energy is a leading supplier of nuclear fuel and technical services, operating at scale with a market capitalization of $3.64 billion and a trailing twelve months revenue of $452.30 million. The company leverages its expertise in uranium enrichment and technical solutions to support the global nuclear power industry.
The company Provides low-enriched uranium (LEU), separative work units (SWU), and technical solutions for the nuclear power industry, including engineering, manufacturing, and operations services.
It generates revenue primarily through the sale of LEU and related components to utilities operating nuclear power plants, as well as technical and consulting services for public and private sector clients.
Centrus Energy serves a global customer base with a focus on utilities in the United States, Japan, Belgium, and other international markets engaged in nuclear energy production.
What this transaction means for investors
Centrus Energy (NYSE: LEU) is one of the few public companies directly tied to rebuilding U.S. uranium enrichment capacity. The company supplies enriched uranium fuel components to nuclear utilities and is working on high-assay low-enriched uranium, or HALEU, a fuel expected to support some next-generation reactors. That makes Centrus different from a uranium miner or a nuclear utility, and its value depends on turning customer contracts, federal support, and centrifuge manufacturing into U.S. production capacity.
The first quarter showed the cost of moving from a strategic opportunity to production scale. Centrus remained profitable, but net income fell from a year earlier as advanced technology costs rose with the enrichment buildout. The company also reported $3.9 billion of backlog extending to 2040, though part of that total depends on securing public and private investment for new LEU production capacity.
For investors, Centrus is less a broad nuclear-power play than a test of whether U.S. enrichment capacity can be rebuilt through its centrifuge technology, funding path, and delivery milestones. Moving forward, the company’s progress can be measured through funded capacity, manufacturing scale-up, and commercialization deliveries that move Centrus from strategic importance to operational proof.
